According to JP Morgan analysts (via Reuters), Apple plans to shift 25% of iPhone production to India by 2025. The iPhone 13 and the iPhone 14 are among the models that Apple manufactures in India. Although Apple has made some progress in relocating its suppliers and manufacturing facilities outside China, the country still accounts for a disproportionate share of its supply chain.
Some experts at JP Morgan predict that by late 2022, 5% of iPhone 14 production will be relocated to India, with a more substantial shift occurring three years later. Analysts predict that by 2025, Apple will have moved to manufacture 25% of its other product lines outside of China, including AirPods, Macs, Apple Watches, and iPads.
Foxconn and other Apple component manufacturers have spent a lot of time and money setting up shops and training employees in India over the past few years. Apple is rumored to be starting manufacturing of iPhone 14 variants in India in the following weeks, but the company’s emphasis on secrecy has reportedly thrown production schedules off.